Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 121,502 $6.74M 1.2% +780 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 120,138 $6.66M 2.71% +7,960 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 119,457 $6.62M 4.84% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 119,276 $6.61M 0.71% +3,704 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 115,182 $6.39M 0.39% +689 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 114,546 $6.35M 0.09% -161,907 13F-HR Timeline Randall & Associates Wealth Management More: the full row for Randall & Associates Wealth Management 113,962 $6.32M 5.24% +4,113 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 113,675 $6.3M 0.48% -8,160 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 112,793 $6.25M 0.96% +1,101 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 112,793 $6.25M 0.82% new 13F-HR Timeline Driehaus Capital Management LLC More: the full row for Driehaus Capital Management LLC 111,744 $6.2M 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 109,563 $6.08M 0.17% -4,803 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 108,938 $6.04M 1.08% +16,354 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 108,257 $6M 0.96% -17,909 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 108,099 $5.99M 0.02% +3,969 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 106,667 $5.91M 1.95% +7,523 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 106,323 $5.9M 3.84% 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 106,202 $5.89M 3.86% +2,214 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 104,459 $5.79M 1.5% +5,612 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 104,321 $5.79M 0.57% +19,608 13F-HR Timeline Keebeck Wealth Management More: the full row for Keebeck Wealth Management 103,769 $5.75M 0.83% +3,015 13F-HR Timeline KEELER & NADLER FINANCIAL PLANNING & WE… More: the full row for KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT 103,734 $5.75M 2.69% +17,762 13F-HR Timeline Matthew Goff Investment Advisor, LLC More: the full row for Matthew Goff Investment Advisor, LLC 103,277 $5.73M 1.06% +588 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 100,941 $5.6M 0.6% +12,594 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 100,013 $5.55M 1.04% -25,490 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 99,625 $5.52M 0.18% -13,184 13F-HR/A Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 98,660 $5.47M 0.39% -7,271 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 95,065 $5.27M +12,187 Timeline MARSHALL WACE, LLP in group MARSHALL WACE, LLP More: the full row for MARSHALL WACE, LLP 94,105 $5.22M 0.01% +86,413 13F-HR Timeline Group Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 91,405 $5.07M 0.6% +83,091 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 91,087 $5.05M 1.94% +3,640 13F-HR/A Timeline Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 89,361 $4.96M 0.37% +1,540 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 89,325 $4.95M 0.7% +3,740 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 88,416 $4.9M 0.09% +16,047 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 88,389 $4.9M 2.14% +4,601 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 88,323 $4.9M 1.43% +82,132 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 92,340 $4.88M 2.86% 13F-HR Timeline EXENCIAL WEALTH ADVISORS, LLC More: the full row for EXENCIAL WEALTH ADVISORS, LLC 87,858 $4.87M 0.18% -11,027 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 87,627 $4.86M 0.01% +5,207 13F-HR Timeline Group SWMG, LLC More: the full row for SWMG, LLC 84,942 $4.85M 1.93% +9,225 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 87,065 $4.83M 0.54% -19,230 13F-HR Timeline Sound Stewardship, LLC More: the full row for Sound Stewardship, LLC 85,943 $4.77M 2.83% +3,470 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 85,927 $4.76M 0.07% -6,415 13F-HR Timeline Group Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 85,325 $4.73M 0.07% +22,501 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 84,853 $4.71M 0.88% -14,827 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 84,286 $4.67M 0.27% +3,082 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 83,761 $4.64M 0.1% -2,648 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 82,644 $4.58M 0.48% -3,118 13F-HR Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 82,516 $4.58M 0.49% new 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 82,493 $4.57M 0.2% +2,790 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 81,116 $4.5M 1.26% +6,573 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 81,001 $4.49M 2.22% +14,173 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 80,790 $4.48M 0.13% -880 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 80,613 $4.47M 0.44% +2,796 13F-HR Timeline Legal & General Group Plc in group Legal & General Group Plc More: the full row for Legal & General Group Plc 80,295 $4.47M <0.01% -104,905 13F-HR Timeline Group Avid Wealth Partners LLC More: the full row for Avid Wealth Partners LLC 79,806 $4.43M 3.14% +1,265 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 79,478 $4.41M 1.59% +45,265 13F-HR Timeline NorthCrest Asset Manangement, LLC More: the full row for NorthCrest Asset Manangement, LLC 79,297 $4.4M 0.13% +1,664 13F-HR/A Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 78,792 $4.37M 0.13% +9,241 13F-HR/A Timeline Quadcap Wealth Management, LLC More: the full row for Quadcap Wealth Management, LLC 78,278 $4.34M 0.64% -8,073 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 77,342 $4.29M 0.31% -555 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 77,269 $4.28M 0.54% +4,577 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 73,956 $4.19M 1.2% -2,173 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 75,307 $4.18M 0.92% -64 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 74,699 $4.14M 1.34% +7,986 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 74,204 $4.12M 0.49% -39,807 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 73,765 $4.09M 1.3% +7,584 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 73,723 $4.09M 0.71% -1,495 13F-HR Timeline Eley Financial Management, Inc More: the full row for Eley Financial Management, Inc 72,508 $4.02M 1.57% -328 13F-HR Timeline LPWM LLC More: the full row for LPWM LLC 72,261 $4.01M 1.29% +8,614 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 71,864 $3.99M 0.86% +8,416 13F-HR Timeline Forthright Family Wealth Advisory LLC More: the full row for Forthright Family Wealth Advisory LLC 71,777 $3.98M 2.59% +26,167 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 71,513 $3.97M 3.73% 13F-HR Timeline Certus Wealth Management, LLC More: the full row for Certus Wealth Management, LLC 69,523 $3.96M 2.65% +5,358 13F-HR Timeline WCG Wealth Advisors LLC More: the full row for WCG Wealth Advisors LLC 71,255 $3.95M 0.26% +2,551 13F-HR Timeline Foundry Financial Group, Inc. More: the full row for Foundry Financial Group, Inc. 70,788 $3.93M 2.43% -995 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 70,674 $3.92M 2.17% +8,272 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 70,398 $3.9M 0.39% -5,233 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 69,451 $3.85M 0.09% +33,261 13F-HR Timeline Group Cobblestone Asset Management LLC More: the full row for Cobblestone Asset Management LLC 68,669 $3.81M 2.48% +5,368 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 68,427 $3.79M 0.57% +6,633 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 68,375 $3.79M 1.78% 13F-HR/A Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 68,176 $3.78M <0.01% -166,745 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 68,218 $3.77M 0.54% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 67,582 $3.75M 1.34% +11,150 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 67,475 $3.74M 0.57% -1,009 13F-HR Timeline Envision Financial LLC More: the full row for Envision Financial LLC 67,116 $3.72M 2.98% 13F-HR/A Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 3 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 66,440 $3.68M -4,861 Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 66,068 $3.66M 0.89% 13F-HR Timeline SigFig Wealth Management, LLC More: the full row for SigFig Wealth Management, LLC 65,705 $3.65M 0.13% +7,163 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 65,355 $3.62M 0.04% -1,647 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 65,305 $3.62M 2.39% -28,989 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 64,941 $3.6M 4.24% -53,211 13F-HR Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 64,839 $3.6M 1.55% +1,886 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 64,426 $3.57M 0.16% +6,171 13F-HR Timeline QUEST INVESTMENT MANAGEMENT LLC More: the full row for QUEST INVESTMENT MANAGEMENT LLC 64,354 $3.57M 0.41% +4,520 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 63,710 $3.53M 0.1% -476,580 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 63,491 $3.52M 0.12% -48,979 13F-HR Timeline ONE WEALTH CAPITAL MANAGEMENT, LLC More: the full row for ONE WEALTH CAPITAL MANAGEMENT, LLC 63,093 $3.5M 1.77% 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 62,847 $3.48M 0.14% +6,439 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 62,650 $3.47M 0.01% +4,636 13F-HR Timeline Group True Vision MN LLC More: the full row for True Vision MN LLC 62,249 $3.45M 2.05% +3,387 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 62,045 $3.44M 0.34% +335 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 61,943 $3.44M 0.95% +963 13F-HR Timeline CORA CAPITAL ADVISORS LLC More: the full row for CORA CAPITAL ADVISORS LLC 61,736 $3.42M 1.65% +2,479 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 61,351 $3.4M 0.46% -5,555 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 61,119 $3.39M 0.46% +8,735 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 60,454 $3.35M 1.37% -1,492 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 60,444 $3.35M <0.01% +23,074 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 60,275 $3.34M 0.35% +368 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 60,009 $3.33M 0.55% -1,547 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 59,880 $3.32M 0.01% -1,240 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 59,839 $3.32M 1.43% +4,639 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 59,792 $3.32M 2.95% +1,550 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 59,170 $3.28M 1.82% 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 58,848 $3.26M 0.32% +2,734 13F-HR Timeline Galilei Investment Office LLP More: the full row for Galilei Investment Office LLP 58,133 $3.22M 1.63% 13F-HR Timeline Kades & Cheifetz LLC More: the full row for Kades & Cheifetz LLC 57,533 $3.19M 1.63% +2,382 13F-HR Timeline Anson Capital, Inc. More: the full row for Anson Capital, Inc. 57,384 $3.18M 2.77% +3,645 13F-HR Timeline Apollon Wealth Management, LLC in group Apollon Wealth Management, LLC More: the full row for Apollon Wealth Management, LLC 56,748 $3.15M 0.07% +13,214 13F-HR Timeline Group Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 56,742 $3.15M 3.59% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 56,482 $3.13M 0.13% +51,306 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 56,050 $3.11M 0.56% +939 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 55,584 $3.08M 0.15% +2,042 13F-HR Timeline SHELTON WEALTH MANAGEMENT, LLC More: the full row for SHELTON WEALTH MANAGEMENT, LLC 55,174 $3.06M 1.68% -7,653 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 54,569 $3.03M 0.61% +4,680 13F-HR Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 54,399 $3.02M <0.01% +11,580 13F-HR Timeline Group Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 54,087 $3M 0.71% +8,241 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 53,188 $2.95M 1.27% 13F-HR Timeline Harvest Investment Advisors, LLC More: the full row for Harvest Investment Advisors, LLC 52,734 $2.92M 2.02% +6,718 13F-HR Timeline JBGlobal.com LLC More: the full row for JBGlobal.com LLC 52,603 $2.92M 3.08% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 52,517 $2.91M 0.76% +1,115 13F-HR Timeline Midwest Professional Planners, LTD. More: the full row for Midwest Professional Planners, LTD. 52,189 $2.89M 0.86% +1,075 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 51,951 $2.88M 0.9% -468 13F-HR Timeline FIRETHORN WEALTH PARTNERS, LLC More: the full row for FIRETHORN WEALTH PARTNERS, LLC 51,924 $2.88M 1.43% +641 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 51,896 $2.88M 2.74% 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 51,348 $2.85M 0.09% 0 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 51,270 $2.84M 0.95% 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 51,068 $2.83M 1.41% -305 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 51,052 $2.83M 0.58% +20,681 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 50,944 $2.83M 0.11% +4,883 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 50,541 $2.8M 0.34% +2,975 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 50,430 $2.8M 1.51% 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 49,906 $2.77M 0.41% +8,604 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Weitzel Financial Services, Inc. More: the full row for Weitzel Financial Services, Inc. 49,487 $2.77M 1.3% +1,719 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 49,840 $2.76M 1.17% +1,153 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 49,726 $2.76M 0.02% +2,213 13F-HR Timeline Group ARQ WEALTH ADVISORS, LLC More: the full row for ARQ WEALTH ADVISORS, LLC 48,547 $2.69M 1.02% +2,825 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 47,614 $2.64M 0.01% -3,087 13F-HR Timeline Denver PWM, LLC More: the full row for Denver PWM, LLC 47,325 $2.62M 1.02% new 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 46,995 $2.61M 0.07% +8,906 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 46,959 $2.6M 0.57% -45,845 13F-HR Timeline Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 46,820 $2.6M 0.05% new 13F-HR Timeline Group Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 46,708 $2.59M 1.36% +4,081 13F-HR Timeline EHRLICH FINANCIAL GROUP More: the full row for EHRLICH FINANCIAL GROUP 46,430 $2.57M 1.83% +2,153 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 45,682 $2.53M 0.32% 0 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 45,670 $2.53M 0.08% +2,497 13F-HR Timeline Annie E. Casey Foundation, Inc. More: the full row for Annie E. Casey Foundation, Inc. 45,653 $2.53M 3.71% 13F-HR Timeline Scissortail Wealth Management, LLC More: the full row for Scissortail Wealth Management, LLC 45,198 $2.51M 0.64% +44,798 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 45,128 $2.5M 0.09% +13,372 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 45,083 $2.5M 0.04% 0 13F-HR Timeline Group Provident Co of the Employees of the He… More: the full row for Provident Co of the Employees of the Hebrew University LTD 45,083 $2.5M 2.91% 0 13F-HR Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 44,000 $2.44M 0.01% -430,500 13F-HR Timeline Group Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 44,000 $2.44M 0.17% -89,000 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 43,807 $2.43M 0.25% +4,166 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 43,801 $2.43M 2.11% -3,166 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 43,773 $2.43M 0.88% -484 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 43,530 $2.41M 0.09% +10,400 13F-HR Timeline Group Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 43,135 $2.39M 1.72% +1,075 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 42,470 $2.35M 0.1% -1,019 13F-HR Timeline Group UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 42,259 $2.34M 0.49% +20,358 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 42,162 $2.34M 0.08% +19,817 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 42,156 $2.34M 0.48% +1,267 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 41,739 $2.31M 0.07% -15,900 13F-HR Timeline Davis Wealth Advisors, LLC More: the full row for Davis Wealth Advisors, LLC 41,608 $2.31M 2.54% 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 41,511 $2.3M 1.07% +861 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 41,469 $2.3M 0.03% +5,010 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 41,354 $2.29M 0.1% 0 13F-HR Timeline Lane & Associates LLC More: the full row for Lane & Associates LLC 40,525 $2.29M 1.18% +14,691 13F-HR Timeline Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 41,148 $2.28M 0.01% +3,734 13F-HR/A Timeline My Legacy Advisors, LLC More: the full row for My Legacy Advisors, LLC 40,573 $2.27M 0.88% +969 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 40,354 $2.24M 0.48% +189 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 40,131 $2.23M 0.55% +4,297 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 40,108 $2.22M 0.37% +525 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 39,285 $2.18M 1.38% -545 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 39,183 $2.18M 0.74% -6,227 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 38,939 $2.16M 0.21% -1,205 13F-HR/A Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 38,682 $2.14M <0.01% 0 13F-HR/A Timeline Group Ridgeline Wealth Planning, LLC More: the full row for Ridgeline Wealth Planning, LLC 38,553 $2.14M 2.05% 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 38,368 $2.13M 0.04% -2,872 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 38,290 $2.12M 0.02% 0 13F-HR Timeline Group D.A. 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